OAKWOOD SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OAKWOOD SCHOOL (EIN 95-1698608)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-24
- IRS object ID
- 201310249349300961
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-24T18:14:04-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201567623 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKMC LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11845 W OLYMPIC BLVD SUITE 900 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900645086 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951698608 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OAKW | NameControl |
| Phone | 8187323000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA BLVD | AddressLine1 |
| City | NORTH HOLLYWOOD | City |
| State | CA | State |
| ZIP Code | 91601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLIOT SPOKANE | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 8187323050 | Phone |
| Date Signed | 2013-01-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STANLEY F SHIMOHARA CPA | Name |
| PTIN | P00198926 | PTIN |
| Phone | 3104776161 | Phone |
| Date Prepared | 2013-01-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES A ASTMAN PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA | AddressLine1 |
| City | NORTH HOLLYWOOD | City |
| State | CA | State |
| ZIP Code | 91601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27846785 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OAKWOODSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | OAKWOOD SCHOOL IS A NON-PROFIT EDUCATIONAL INSTITUTION LOCATED IN NORTH HOLLYWOOD, CALIFORNIA. THE SCHOOL'S OPERATIONS CONSIST PRINCIPALLY OF PROVIDING ELEMENTARY AND SECONDARY EDUCATIONAL SERVICES TO ITS STUDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 204 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4848808 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2323520 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 23399387 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24425662 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 588126 | InvestmentIncomePriorYear |
| Investment Income Current Year | 645744 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 333929 | OtherRevenuePriorYear |
| Other Revenue Current Year | 213112 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29170250 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27608038 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2313789 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2312588 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16440295 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15268858 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7991232 | OtherExpensePriorYear |
| Other Expenses Current Year | 8399068 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26745316 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25980514 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2424934 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1627524 | RevenuesLessExpensesCY |
| Total Assets BOY | 54943020 | TotalAssetsBOY |
| Total Assets EOY | 56038938 | TotalAssetsEOY |
| Total Liabilities BOY | 10722057 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10459473 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 44220963 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 45579465 | NetAssetsOrFundBalancesEOY |
| Mission Description | NONE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15618066 | Expense |
| Grants | 2312588 | Grants |
| Revenue | 24425662 | Revenue |
| Description | OAKWOOD SCHOOL PROVIDES ELEMENTARY AND SECONDARY EDUCATIONAL SERVICES THAT ARE RICH IN THE ARTS, SCIENCES AND HUMANITIES, AND CHALLENGING TO ITS STUDENTS' CREATIVE AND INTELLECTUAL CAPACITIES. THE SCHOOL PROMOTES THE ENHANCEMENT OF ITS STUDENTS' THOUGHT AND IMAGINATION, COMPETENCE AND CHARACTER AS INDIVIDUALS AND AS MEMBERS OF A SCHOOL COMMUNITY. | Description |
| Total Program Service Expense | 15618066 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 95 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 204 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR ELLIOT SPOKANE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8187323050 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA BLVD | AddressLine1 |
| City | NORTH HOLLYWOOD | City |
| State | CA | State |
| ZIP Code | 91601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| PETER SCHUBE | |||||||
| PAST CHAIR | 0.00 | X | 0 | 0 | 0 | ||
| LISA HOMAMPOUR | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| IRA PIANKO | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| ELIZABETH HIRSH NAFTALI | |||||||
| TRUSTEE, VICE CHAIR | 0.00 | X | 0 | 0 | 0 | ||
| KEN FRITZ | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| PHYLLIS GOTTLIEB | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| BARBARA MARSHALL | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| JASON ALEXANDER | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| STEPHEN BRAY | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| PAMELA SKAIST LEVY | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| STEVE CARELL | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| MERYL K CHAE | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| JEFFREY MARKOWITZ | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| MARTA F KAUFFMAN | |||||||
| TRUSTEE, SECRETARY | 0.00 | X | 0 | 0 | 0 | ||
| DEBBIE REED | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| DANIEL WEISS | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| ALBERT LITEWKA | |||||||
| PAST CHAIR | 0.00 | X | 0 | 0 | 0 | ||
| GREG SILVERMAN | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| MICHAEL MARSHALL | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| ALLISON THOMAS | |||||||
| TRUSTEE, TREASURER | 0.00 | X | 0 | 0 | 0 | ||
| JAMES NEWTON | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| EDWARD PERRON | |||||||
| TRUSTEE, CHAIR | 0.00 | X | 0 | 0 | 0 | ||
| ROBIN RAPPAPORT | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| ROGER LOVE | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| STEVE TELLER | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| KIMBERLY WEST - FAULCON | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| JAMES AASTMAN PHD | |||||||
| HEADMASTER | 40.00 | 412458 | 0 | 29415 | X | ||
| SAMUEL H ANKER | |||||||
| C.O.O. | 40.00 | 220227 | 0 | 26478 | X | ||
| ELLIOT H SPOKANE | |||||||
| C.F.O. | 40.00 | 216962 | 0 | 42090 | X | ||
| MARGO LONG | |||||||
| PRINCIPAL | 40.00 | 172902 | 0 | 24733 | X | ||
| MICHAEL MANCINI | |||||||
| ASS'T HEADMASTER | 40.00 | 161962 | 0 | 23351 | X | ||
| NANCY GOLDBERG | |||||||
| ASSISTANT PRINCIPAL | 40.00 | 123587 | 0 | 33240 | X | ||
| ERIC WALTER | |||||||
| ATHLETICS DIR | 40.00 | 137311 | 0 | 30494 | X | ||
| ERIC LEE | |||||||
| DIR TECHNOLOGY | 40.00 | 123587 | 0 | 7822 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1568996 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 217623 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GANZ & GORSLINE | |||||
| 12301 WILSHIRE BLVD STE 500 | LOS ANGELES | CA | 90025 | PAYMENTS PER AGREEMENT | 225000 |
| TONI JARAMILLA A PROFESSIONAL LAW CORPO | |||||
| 10100 SANTA MONICA BLVD STE 300 | LOS ANGELES | CA | 90067 | PAYMENTS PER AGREEMENT | 120000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 460144 | FundraisingEvents |
| All Other Contributions | 1863376 | AllOtherContributions |
| Noncash Contributions | 18253 | NoncashContributions |
| Total Contributions | 2323520 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION & FEES | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 24425662 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24425662 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24425662 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 645692 | TotalRevenueColumn |
| Exclusion | $645,692 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29795 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29743 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52 | TotalRevenueColumn |
| Exclusion | $52 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 125960 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 460144 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 209004 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -83044 | TotalRevenueColumn |
| Exclusion | -$83,044 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| AFTER SCHOOL PROGRAMS | 900099 | 160099 | $160,099 |
| OTHER REVENUE | 900099 | 77683 | $77,683 |
| INCIDENTAL NET RENTAL | 532000 | 58374 | $58,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 296156 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27608038 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24425662 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $858,856 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2312588 | Total |
| Program Services | 2312588 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 888552 | Total |
| Management And General | 888552 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10762989 | Total |
| Program Services | 8133480 | ProgramServices |
| Management And General | 2629509 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 715139 | Total |
| Program Services | 485754 | ProgramServices |
| Management And General | 229385 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2067003 | Total |
| Program Services | 1567906 | ProgramServices |
| Management And General | 499097 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 835175 | Total |
| Program Services | 618305 | ProgramServices |
| Management And General | 216870 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28700 | Total |
| Management And General | 28700 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65900 | Total |
| Management And General | 65900 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242690 | Total |
| Management And General | 242690 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134770 | Total |
| Management And General | 134770 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58402 | Total |
| Management And General | 58402 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96600 | Total |
| Management And General | 96600 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22216 | Total |
| Management And General | 22216 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236720 | Total |
| Management And General | 236720 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1748978 | Total |
| Management And General | 1748978 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239724 | Total |
| Management And General | 239724 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| FACILITY EXPENSES | 1318469 | 1318469 | |
| TRIPS & EXCURSIONS | 722341 | 722341 | |
| EDUCATIONAL CLASSES | 392670 | 392670 | |
| SECURITY | 367188 | 367188 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2723700 | Total |
| Program Services | 1385022 | ProgramServices |
| Management And General | 1338678 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25980514 | Total |
| Program Services | 15618066 | ProgramServices |
| Management And General | 10362448 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400 | BOY |
| EOY | 475 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4163505 | BOY |
| EOY | 564979 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1370931 | BOY |
| EOY | 1000235 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21135 | BOY |
| EOY | 6767 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120000 | BOY |
| EOY | 60000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11296 | BOY |
| EOY | 10802 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14083 | BOY |
| EOY | 33799 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40029288 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11371787 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28557163 | BOY |
| EOY | 28657501 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20079692 | BOY |
| EOY | 25024885 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604815 | BOY |
| EOY | 679495 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54943020 | BOY |
| EOY | 56038938 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2840121 | BOY |
| EOY | 2928747 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2235155 | BOY |
| EOY | 2400317 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335507 | BOY |
| EOY | 324155 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5311274 | BOY |
| EOY | 4806254 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10722057 | BOY |
| EOY | 10459473 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38137121 | BOY |
| EOY | 40612381 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3960027 | BOY |
| EOY | 2750233 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2123815 | BOY |
| EOY | 2216851 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44220963 | BOY |
| EOY | 45579465 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54943020 | BOY |
| EOY | 56038938 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1627524 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -269022 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14972571 | BeginningOfYearBalance |
| Contributions | 1065669 | Contributions |
| Investment Earnings Or Losses | 107749 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 371747 | GrantsOrScholarships |
| Other Expenditures | 1410417 | OtherExpenditures |
| Administrative Expenses | 69121 | AdministrativeExpenses |
| End Of Year Balance | 14294704 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11455059 | BeginningOfYearBalance |
| Contributions | 2542919 | Contributions |
| Investment Earnings Or Losses | 1908834 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 349058 | GrantsOrScholarships |
| Other Expenditures | 451600 | OtherExpenditures |
| Administrative Expenses | 133583 | AdministrativeExpenses |
| End Of Year Balance | 14972571 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8641965 | BeginningOfYearBalance |
| Contributions | 2032590 | Contributions |
| Investment Earnings Or Losses | 1179783 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 331172 | GrantsOrScholarships |
| Other Expenditures | 11204 | OtherExpenditures |
| Administrative Expenses | 56903 | AdministrativeExpenses |
| End Of Year Balance | 11455059 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9940908 | BeginningOfYearBalance |
| Contributions | 789258 | Contributions |
| Investment Earnings Or Losses | -1507105 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 345896 | GrantsOrScholarships |
| Other Expenditures | 151713 | OtherExpenditures |
| Administrative Expenses | 83487 | AdministrativeExpenses |
| End Of Year Balance | 8641965 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.65250 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.15510 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.19240 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11629669 | OtherCostOrOtherBasis |
| Book Value | 11629669 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25521824 | OtherCostOrOtherBasis |
| Depreciation | 9892999 | Depreciation |
| Book Value | 15628825 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2859745 | OtherCostOrOtherBasis |
| Depreciation | 1478788 | Depreciation |
| Book Value | 1380957 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18050 | OtherCostOrOtherBasis |
| Book Value | 18050 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28657501 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN MUTUAL FUNDS AND BONDS | Description |
| Book Value | 25024885 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 25024885 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESERVE FOR SELF INSURANCE | $50,000 |
| LINES OF CREDIT | $4,756,254 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4806254 | TotalOfAmounts |
| Total Revenue | 27608038 | TotalRevenue |
| Total Expenses | 25980514 | TotalExpenses |
| Excess Or Deficit For Year | 1627524 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -269022 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -269022 | TotalAdjustments |
| Excess Or Deficit Per FS | 1358502 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 27339016 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -269022 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -269022 | RevenueNotRptdF990 |
| Revenue Subtotal | 27608038 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 27608038 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25980514 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25980514 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25980514 | TotalExpensesPerForm990 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | PUBLIC ADVERTISEMENTS ARE PLACED IN CITY WIDE NEWSPAPER MEDIA ON AN ANNUAL BASIS | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 564094 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 460144 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 103950 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 193955 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CLASSES | NameOfEvent2 |
| Gross Receipts Event2 | 22010 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 22010 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 15049 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 586104 | GrossReceiptsTotal |
| Charitable Contributions Total | 460144 | CharitableContributionsTotal |
| Gross Revenue Total Events | 125960 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 209004 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 209004 | DirectExpenseSummaryEvents |
| Net Income Summary | -83044 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 124 | NumberOfRecipients |
| Amount Of Cash Grant | 2312588 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FINANCIAL AID IS AWARDED TO STUDENTS AND MONITORED BY COMMITTEE, USING APPLICANTS' SUBMISSIONS VIA NAIS AND ISM ONLINE APPLICATIONS AND ANALYSIS. STUDENT BILLING SOFTWARE ACCOUNTS FOR THE APPLICATION OF GRANTED AID. PROCESS IS REQUIRED FOR EACH SCHOOL YEAR. GRANTS RECEIVED BY THE SCHOOL ARE APPLIED TO THE BUDGET FOR SPECIFIED GRANT FUNDS AND CONTINUALLY MONITORED BY BUDGET TO ACTUAL REPORTING AND REQUIRED REPORTS BACK TO GRANTING FOUNDATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES AASTMAN PHD | |||||||||||||
| 324958 | 0 | 0 | 0 | 87500 | 0 | 0 | 0 | 31410 | 0 | 443868 | 0 | 0 | 0 |
| SAMUEL H ANKER | |||||||||||||
| 220227 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26478 | 0 | 246705 | 0 | 0 | 0 |
| ELLIOT H SPOKANE | |||||||||||||
| 216962 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 44671 | 0 | 261633 | 0 | 0 | 0 |
| MARGO LONG | |||||||||||||
| 172902 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26251 | 0 | 199153 | 0 | 0 | 0 |
| MICHAEL MANCINI | |||||||||||||
| 161962 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 25422 | 0 | 187384 | 0 | 0 | 0 |
| NANCY GOLDBERG | |||||||||||||
| 123587 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 34861 | 0 | 158448 | 0 | 0 | 0 |
| ERIC WALTER | |||||||||||||
| 137311 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 39453 | 0 | 176764 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE HEADMASTER IS PAID FOR THE USE OF HIS PERSONAL RESIDENCE FOR SCHOOL EVENTS AND MEETINGS. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES A ASTMAN PHD | NamePerson |
| Purpose Of Loan | HOME IMPROVEMENT | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $300,000 | OriginalPrincipalAmount |
| Balance Due | 60000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 60000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARLENE ASTMAN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SPOUSE OF OFFICER OF OAKWOOD SCHOOL, JAMES A. ASTMAN | Relationship |
| Amount Of Transaction | 90179 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION FOR WORK PERFORMED AS NURSE AND INSTRUCTOR | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART II | Identifier |
| Return Reference | LOAN PAYMENTS MADE THROUGH FORGIVENESS OF DEBT | ReturnReference |
| Explanation | ON 9/5/2008, A $300,000 LOAN WAS MADE TO JAMES A. ASTMAN. ON JUNE 30, 2012 $60,000 OF PRINCIPAL, AND $4,260 OF INTEREST WERE ADDITIONALLY FORGIVEN. THE $64,260 WHICH WAS FORGIVEN WILL BE INCLUDED ON JAMES A. ASTMAN'S 2012 FORM W-2 AS OTHER INCOME AND WILL BE INCLUDED IN WAGES. THIS ARRANGEMENT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD'S AUDIT COMMITTEE MET AND REVIEWED THE FORM 990 PRIOR TO THE JANUARY 16, 2013 BOARD MEETING. THE FORM 990 HAS BEEN MADE AVAILABLE TO ALL TRUSTEES PRIOR TO THE JANUARY 16, 2013 BOARD OF TRUSTEES' MEETING, AFTER WHICH THE TAX RETURN WILL BE FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY TO THE TRUSTEES AND OFFICERS. THE TRUSTEES AND OFFICERS ARE REQUIRED TO SIGN A STATEMENT THAT THEY ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES VARIOUS METHODS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S HEADMASTER,C.O.O., AND C.F.O. THE METHODS INCLUDE REVIEW BY INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, ETC. ADDITIONALLLY, THE COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS FOR THE HEADMASTER'S COMPENSATION, AND BY THE HEADMASTER, THE BOARD CHAIR, AND THE CHAIR OF THE FINANCE COMMITTEE FOR THE COMPENSATION OF THE C.O.O. AND THE C.F.O. THIS PROCESS ORDINARILY OCCURS EVERY YEAR FOR THE C.O.O. AND THE C.F.O, AND WAS LAST UNDERTAKEN FOR THE 2009-2010 FISCAL YEAR. A FLAT, SCHOOL WIDE PAY INCREASE FOR ALL EMPLOYEES IN 2010-2011 AND A SCHOOL WIDE PAY FREEZE FOR ALL EMPLOYESS IN 2011-2012 OBVIATED THE NEED FOR THIS REVIEW FOR THOSE YEARS. THIS PROCESS LAST OCCURED FIVE YEARS AGO FOR THE HEADMASTER, AS HE IS UNDER A FIVE YEAR CONTRACT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART X, LINE 24E | TUITION REMISSION: PROGRAM SERVICE EXPENSES 351,658. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351,658. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 166,783. MANAGEMENT AND GENERAL EXPENSES 180,616. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 347,399. UTILITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 315,046. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 315,046. INFORMATION SYSTEMS & WEBSITE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 292,089. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 292,089. GANZ & GORSLINE-PER AGREEMENT: PROGRAM SERVICE EXPENSES 225,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 225,000. AUXILIARY SERVICES: PROGRAM SERVICE EXPENSES 193,121. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 193,121. PUBLICATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 135,361. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,361. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 122,564. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,564. TONI JARAMILLA,A PROFESSIONAL LAW CORP-PER AGREEMENT: PROGRAM SERVICE EXPENSES 120,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,000. PPRRSM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 106,092. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 106,092. K-6 CURRICULUM: PROGRAM SERVICE EXPENSES 81,430. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,430. RECRUITMENT: PROGRAM SERVICE EXPENSES 78,756. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,756. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 62,820. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,820. LIBRARY OPERATIONS/BOOKS: PROGRAM SERVICE EXPENSES 61,087. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,087. ADMISSION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 41,162. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,162. STUDENT ACTIVITIES: PROGRAM SERVICE EXPENSES 38,679. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,679. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 35,017. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,017. COLLEGE COUNSELING: PROGRAM SERVICE EXPENSES 34,976. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,976. TESTING: PROGRAM SERVICE EXPENSES 33,532. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,532. POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,416. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,416. EQUIPMENT MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,495. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,495. | ALL OTHER FUNCTIONAL EXPENSES |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -269,022. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART IV QUESTION 28(C) | OAKWOOD SCHOOL HAD BUSINESS TRANSACTIONS WITH A TRUSTEE/OFFICER WHICH WERE UNDER THE THRESHOLD FOR REPORTING ON SCHEDULE L, PART IV. THEREFORE, PART IV QUESTION 28(C) IS BEING ANSWERED NO, AND THESE TRANSACTIONS ARE NOT BEING INCLUDED IN SCHEDULE L, PART IV. | BUSINESS TRANSACTIONS WITH A TRUSTEE/OFFICER |
| SCHEDULE J PART II, COLUMN B(III) | THE $87,500 OF OTHER COMPENSATION REPORTED FOR JAMES ASTMAN IN SCHEDULE J, PART II, COLUMN B (III) REPRESENTS THE AMOUNT OF HIS 2011 DEFERRED COMPENSATION WHICH IS REPORTED ON HIS FORM W-2. THIS AMOUNT IS NOT REPORTED IN SCHEDULE J, PART II, COLUMN C DEFERRED COMPENSATION BECAUSE COLUMN C IS RESERVED FOR DEFERRED COMPENSATION AMOUNTS WHICH ARE NOT INCLUDIBLE IN AN EMPLOYEE'S FORM W-2. THIS COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. | OTHER COMPENSATION-JAMES ASTMAN |
| SCHEDULE J PART II | IN ADDITION TO THE COMPENSATION AMOUNTS AND BENEFITS REPORTED IN SCHEDULE J, PART II, A LOAN IN THE AMOUNT OF $60,000 PLUS ACCRUED INTEREST OF $6,390 WHICH WAS OWED BY JAMES ASTMAN TO OAKWOOD SCHOOL WAS FORGIVEN ON JUNE 30,2011. THIS $66,390 IS SHOWN ON JAMES ASTMAN'S 2011 FORM W-2 AS OTHER INCOME AND IS INCLUDED IN WAGES. THIS ARRANGEMENT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. | OTHER BENEFIT-FORGIVENESS OF DEBT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTSOOK HOLDINGS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA BLVD | AddressLine1 |
| City | NORTH HOLLYWOOD | City |
| State | CA | State |
| ZIP Code | 91601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HELD FOR FUTURE SCHOOL USE-TEMPORARY RENTAL | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 27153 | EOYAssets |
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